AN INSIDE LOOK AT THE ADAPTIVE CUSTOMER EXPERIENCE

Adaptive Acceleration

Contents

CLOUD BUSINESS ANALYTICS

Leader in

RUN ADAPTIVE

Biggest Brands

RUN ADAPTIVE

Hottest Companies

Global Growth

EXCEPTIONAL

CPM & BI Cloud

WORLD'S LARGEST

Unified Cloud CPM & BI Suite

ONLY

INROADS Industry

RUN ADAPTIVE

Global EnterprisesAT THE

CORE

Customers

The Leader in Cloud Business Analytics for the Biggest Brands and Hottest Companies

With 2,500 customers in over 85

countries, Adaptive Insights is transforming

performance management and business

intelligence in mid-size and enterprise

companies worldwide. Our solutions for

planning, reporting, consolidation, and

visual analytics give leaders the perspectives

and insights to make better, faster, more

informed business decisions.

Adaptive has become the backbone of our finance organization. The ROI is greater than any other software we have deployed—Adaptive is the most valuable piece of software that any company can put in place.

— Mike Dinsdale, CFO

At Adaptive Insights, we are keenly focused on providing an exceptional customer

experience. From the beginning, we have delivered powerful features combined

with an intuitive user experience and personalized customer service and support.

We're proud to be consistently ranked #1 in customer satisfaction and usability

by leading analyst firms.

It’s no wonder that our worldwide customer base includes the biggest brands and

hottest companies across nearly every industry.

Customers at the Core

It used to take us months to compile our budget. Now, it takes less than a day with Adaptive.

— Pamela Langshaw, Finance Manager

Large enterprises make up over 1/3 of Adaptive's user base, using the Adaptive Suite as an alternative to,

or together with, existing on-premises systems such as Oracle Hyperion.

Major medical device manufacturer with 40 worldwide locations.

A leader in tools, diagnostics, equipment, software, & services.

Biggest Brands Run Adaptive

replaced existing on-premises solution

Biggest Cloud BI Implementation

The Jackson Family Wines portfolio includes 30 renowned wineries.

integrated with

Adaptive’s self-service reporting feature is a tremendous benefit for us. We can take advantage of all of the data in Adaptive to answer important questions about our business.

—Joanne Belmontes, Planning, Reporting, & Analysis

Adaptive’s customer base includes some of the fastest-growing companies in the world. Approximately

50% of recent tech IPOs manage their growth with Adaptive, with many more fast-growing customers

expected to follow in their footsteps.

Hottest Companies Run Adaptive

“We have utilized the Adaptive Suite to

better manage and plan for growth before

and after the IPO process. Adaptive’s

cloud solution has been invaluable for us

in time savings, collaboration, and

executive level reporting.”

— John McGuire, Senior Director of Finance, Zendesk

“Companies now need to be able to

have up-to-the-minute information

regarding their business. The old

world model of annual or quarterly

plans is obsolete as a model of

continuous improvement has arisen.”

— Forbes

Recent tech IPOs using Adaptive

Adaptive offers extraordinary value at approximately 10 percent of the total cost of on-premises solutions.

—Dr. Narayana Swamy, FP&A Manager

Australia’s leading construction, mining, and services contractor.

The world’s second-largest brewing and beverage company.

Global Enterprises Run Adaptive

Adaptive is used by numerous multi-national corporations worldwide, in both divisional and

enterprise-wide deployments.

One of the largest aircraft manufacturers in the world.

integrated with

integrated with

integrated with

My first order of business at Blurb was to implement Adaptive because I was so happy with how the solutions performed at a prior company. I’m not going anywhere without Adaptive.

—Gene Domecus, COO

#1

#1

Adaptive’s unbeatable combination of powerful yet easy-to-use solutions, delivered in the cloud and

coupled with exceptional customer service and support, has driven remarkable growth and success.

Exceptional Global Growth

2500customers

100%+renewal rate ($s)

26% small (<$50M)

33% enterprise (>$500M)

41% mid-size (>$50M)

customers of all sizes

1000 2500customers in the last 3 years

30xcustomer growth since 2006

customer experience

market share

fastest growing

#1

Adaptive has completely revolutionized the way we support our customers and run our business. Now I’m a more strategic contributor to the business, not just a number cruncher.

—Rick Smith, FP&A Manager

5000

From billions of calculations per day, to hundreds of thousands of reports, Adaptive’s cloud is helping

the most organizations make better, faster decisions.

World's Largest CPM & BI Cloud

2.4Maccounts

1millionprojects & cost centers

4.2M

calculations per second

99.99%availability

70,000unique dimensions across customer models

100+Source System Integrations

queries per day

reports

340,000+

400,000

users in largest analytics deployment

If Adaptive fell off the face of the earth, it would be like cutting off my arm. I’ve used Adaptive in three different businesses, and it keeps getting better and better.

— Dan Bradford, VP of Finance

The Only Unified Cloud CPM & BI Suite

The Adaptive Suite is the most complete cloud

Corporate Performance Management (CPM) and Business

Intelligence (BI) suite on the market today, including

unified planning, reporting, consolidation, and visual

analytics solutions that are modern, powerful, and

intuitive for all types of business users.

With Adaptive, our customers can more easily collaborate

across their organizations, spend less time and effort

on financial and operational processes, cut costs, and

make better faster, more informed decisions.

Organizations simply run better when they run Adaptive.

"When I think about Adaptive,

what really makes me smile

is the reporting capabilities.

There are so many other

capabilities, but that really has

been the huge game changer."

—Brian Teets,

Financial Systems Manager

Adaptive’s customers include companies of all sizes across a wide variety of industries.

Click on the links below to explore how Adaptive is creating value for companies in different segments.

Industry Inroads

SOFTWARE

ENERGY & UTILITIES

MEDIA & PUBLISHINGFINANCIAL SERVICESHIGHER EDUCATION

RETAIL & CONSUMERBUSINESS SERVICES NON-PROFIT

HEALTHCAREBIOTECH/PHARMACEUTICAL

MANUFACTURING

SPORTS/ENTERTAINMENT

GOVERNMENT

INSURANCE

ACV|TCV|ARR

Software

YOY REVENUE GROWTH

BOOKINGS

CONVERSION RATE

QUOTA ATTAINMENT

PS HOURS & UTILIZATION

PRODUCT MARGIN BY REP

WHAT-IF ANALYSIS

BACKLOG

“At DocuSign we have close to 70 SaaS applications that we run,

and the return on investment with Adaptive is greater than any

other software we have deployed.”

67% faster performance management

3000 hours freed up for analysis

cut to

minutes with Adaptive Reporting

3 weeks

Business Services

REVENUE BY BILL RATES

UTILIZATION

SERVICE LINE PROFITABILITYFULLY LOADED EMPLOYEE COSTS

PERSONNEL ALLOCATIONS

| ATTRITION

BACKLOG | BILLINGS

RESOURCE PLANNING

GROSS MARGINVARIABLE GROWTH RATES

“It was unbelievable how flexible Adaptive was despite a complex

set of drivers and models. The ability to manage a portfolio’s

expenses and to compare actuals vs. forecast is critical to client

project success.”

COMPLEX REV REC SCENARIOS

PAID VS BILLABLE HOURS

75% reduction in budget cycle time

Reports in seconds rather than weeks

99% time saved in consolidation process

Manufacturing

CAPEX & REPAIRS/MAINTENANCE

INVENTORY TURNS

VOLUME PRODUCTS/MARGINS

PLANT SHIFT BUDGETING

FREIGHT & SHIPPING ANALYSIS

CUSTOMER AGING

COST OF CARRYPRODUCT PROFITABILITY

DEMAND CHANGES

PRICE SENSITIVITY ANALYSISQUOTA ACHIEVEMENT

“The Adaptive Suite is helping us unify our planning, consolidation,

and analytics processes. The new user experience, looks and

feels even more like Excel, making it even easier to engage our

budget managers.”

DAILY SALES FLASH

ASP & COST PER UNIT

7–10 FTE savings versus on-premises solutions

1 week per month

saved with real-time reports

236% ROI

$$$1 W

EEK

Healthcare

P&L BY PROGRAM & LOCATION

RVU BY PHYSICIAN

SHIFT DIFFERENTIALSOVERTIME WORKFORCE PLANNING

SEASONALITY ACCOUNTING

SALARY BY PROVIDER TYPE

CHARGE PER ENCOUNTER

PATIENT STAY BUDGET

SALARY PER ENCOUNTER

“We previously used Hyperion for planning, and it was not a

good experience. Our business users couldn’t interact with

Hyperion on their own. Adaptive fits our need for end user

ease of use.”

OPERATING EXPENSES VARIANCE

NET PATIENT REVENUE

250 spreadsheets cut from the process

50% less time spent preparing budget

FACILITY COST | DIRECT COSTS

dimension values

Higher Education

ENROLLMENT BY COURSE AND FACULTY

ENROLLMENT | RETENTION

STUDENT:TEACHER RATIO

STAFF HC REPORT

BUDGET VARIANCE BY SCHOOL/COLLEGE

ENDOWMENTS

REGISTERED CREDITS

TUITION BY COURSE

DROPS/WITHDRAWALSVARIABLE GROWTH RATES

“Adaptive gives UCF the ability to blend financial and non-

financial information into a more unified and strategic plan,

which is a leap over what was possible before”

FUNDS | GRANTS

FACILITIES | RESERVES

Board reports with

1 clickQuick & easydrill-down

UNIVERSIT Y OF CENTR AL FLORIDA

College of Medicine

150+ spreadsheets eliminated

UNIVERSIT Y OF CENTR AL FLORIDA

College of Medicine

Financial Services

“NorthStar Financial Services manages over $200BN in assets,

across 9 subsidiaries. With Adaptive Discovery, we’ve already

reduced our time to see key metrics by over 70%, enabling us

to drive more agile planning.”

NorthStar

50% time cut from planning process

50+ hours saved collecting data

70% reduction time to see KPIsCUMULATIVE FUNDING DEFICIT

EFFICIENCY RATIO | ASSET GROWTH

CUSTOMER DEPOSITS

ASSET QUALITY B E N C H M A R K

RETURN ON REGULATORY CAPITAL

BRANCH CONTRIBUTION MARGIN

LIQUIDITY COVERAGE RATIO

CAPITAL EXPENDITURE

PRODUCT YIELD

ASSET MIX|

NET STABLE FUNDING RATIO

YTD RETURN ON AVERAGE ASSETS

OPERATING SURPLUS

$

Energy & Utilities

LOST UNPLANNED MEGAWATTS

CAPACITY FACTORS

MAINTENANCE HOURS

REFINERY CAPACITY & UTILIZATION

PLANT OPERATIONAL & MAINTENANCE

RESERVE REPLACEMENT COSTS

EXPLORATION SUCCESS RATE

CAPITAL EXPENDITURE

CAPITAL PROJECTS

RESERVES VOLUME

FORCED OUTAGE HOURS

GROSS ENERGY MARGIN

PUMPING HOURS |“Our managers and analysts already access Adaptive from 50+

locations across North America to more effectively plan and

model from anywhere.”

1 week ROI

$$125 entities

10% TCO versus Oracle Hyperion

Sports & Entertainment

REVENUE BY STREAM

TICKETS SOLD | MEDIA RIGHTS

POINTS PER SEASON

INJURY INCIDENTS

OPERATING EXPENSES

CAPITAL INVESTMENTSSOCIAL MEDIA SENTIMENT

NET CASH FLOW

DEBT | DONATIONS

FACILITIES | STADIUM

SEATS FILLED | LUXURY SUITES

“Adaptive simplified and streamlined our process. We don’t

have any more version issues or broken formulas, and our

managers are more active and see the benefit of expense

control with Adaptive.”

60+ departments

Immediate mobile access

Implemented Adaptive with only 10 hours of support

Non-profit

OVERHEAD & SHARED COST

OPERATING RELIANCE

FUNDRAISING EFFICIENCY

PERSONNEL ALLOCATIONSSTATEMENT OF FUNCTIONAL EXPENSES

STATEMENT OF ACTIVITIES

STATEMENT OF FINANCIAL POSITION

LIQUIDITY|

AVERAGE DONOR CONTRIBUTION

STATEMENT OF CASH FLOWS

COST PER DOLLAR RAISED

PROGRAM EFFICIENCY“I can look at the detailed budgeting level and then quickly switch

to a global view. We can easily slice data in different ways, such

as reviewing department level budgets by project vs. overall

organization spending.”

900 service users managed with ease

127 spreadsheets cut from planning process

1 unified system to roll up all projects

Retail & Consumer

SALES PER SQUARE FOOT

PAYROLL BY STORE | MARGIN BY REGION

INVENTORY TURNSMERCHANDISE & DISTRIBUTION PLANNING

STORE PERSONNEL PLANNING

CAPITAL EXPENDITURE

SAME STORE SALES

NEW STORE ROI

YOY SALES GROWTH

CUSTOMER SATISFACTION

PRODUCT SKU REVENUE

INVENTORY TRANSFERS“We are passionate about where Adaptive is taking us. Our

businesses are all decentralized and different from one another.

I didn’t want to push a solution on our users; instead, they are

pulling Adaptive in themselves.”

300+ spreadsheets cut from planning process

cut to

minuteswith Adaptive Reporting

7 days

2+ days of work eliminated from monthly close

1K1K1K

Insurance

OPERATING INCOME BY PRODUCT

STOP-LOSS/REINSURANCE

COST PER CLAIM | RENEWALS

PRODUCTION BY POLICY TYPE

GROSS WRITTEN PREMIUM

REVENUE BY BROKER & PRODUCT

INCENTIVE LEVEL F O R E C A S T I N GREVENUE PMPM |

TIME TO SETTLE A CLAIM

TOTAL ANNUAL PREMIUM VARIANCE

TRANSACTION ERROR RATE

POLICIES BY PRODUCT

“Adaptive has saved me weeks of time. It used to take us

three weeks to finalize our budget, and now we can finalize

in minutes.”

UNDERWRITING CYCLE TIME

INPUTS FROM ACTUARIES

PREMIUM BY PRODUCT

80% reduction in time gathering data

15 mins to run reports versus three weeks in excel

employee salary plan created with

ease

Biotech/Pharmaceutical

CAPITAL INVESTMENTS

R&D AS % OF SALES

NUMBER OF TRIALSPATIENTS IN TRIAL

OUTSOURCED MANUFACTURING

REGULATORY FILINGS

CASH FLOWCOMPLEX DISTRIBUTION MODELS

SHARED SERVICES FOR FINANCE

NET SALES | EARNINGS PER SHARE

PATIENTS RECEIVE TREATMENT“With Adaptive, our data aggregation and reporting process

went from 5 days to 1. Now we can spend 4 more days on

higher-value analysis.”

112

Cut up to

per year in closing time

25- page12 weeks

board package managed with ease

spreadsheets cut from planning process

LICENSING CONTRACTS

CIRCULATION | AD PRICING

AD UNIT RATE

% READERSHIP

WEEKLY REVENUE

SUBSCRIPTION LENGTH

SHIPPING COSTS

SUBSCRIPTION RENEWAL RATE

SYNDICATION SUPPORT

AVERAGE SUBSCRIPTION RATE

“Our business is complicated, with lots of products, categories

of revenue, and endless numbers of ways to slice and dice.

Adaptive helps us do this and understand the data better.”

% REVENUE FROM ADS

Media & Publishing

75% more time for analysis

Data Analysis

One platform to track all KPIs & reports

Deep

3 1

SURPLUS

Government

AUDITS COMPLETED

TIME FOR APPROVALS

RESOLVED/UNRESOLVED ACTIONS

DEFICITS

BALANCED BUDGETS

NUMBER OF CALLS TAKENCONSUMPTION, INVESTMENT, TRANSFERS

AVERAGE PROCESSING TIME

“By implementing Adaptive and moving our processes online,

we eliminated manual data entry and paper distribution,

decreased our budget cycle by a full month, and saved

considerable time and money.”

PROPERTY, INCOME, SALES TAXES

SKAGIT COUNTY

Eliminated paper-based budgets

Improved revenue insight

36% Decrease in budget cycle

SKAGIT COUNTY

CORPORATE

HEADQUARTERS

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Palo Alto, CA 94303

T: +1 800 303 6346

adaptiveinsights.com

UK / IREL AND

88 Wood Street

London, EC2V 7RS

United Kingdom

T: +44 0 208 528 1767

adaptiveinsights.co.uk

AUSTRALIA

Level 20, Tower 2

Darling Park Building

201 Sussex Street

Sydney NSW 2000, Australia

T: +61 (0) 2 9006 1707

adaptiveinsights.com.au

info@adaptiveinsights.com

sales@adaptiveinsights.com

press@adaptiveinsights.com

support@adaptiveinsights.com

Thank you to the thousands of customers around the world that are Accelerating with Adaptive.

Updated 12.19.14